COMP <GO>
AJG vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Arthur J. Gallagher & Co. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AJG 5
— JPM 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $276.07 (+2.93%) • MKT CAP: $68.74B
options-implied-move
6.90%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AJG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AJG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.30% | 17.37% | -12.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.7x | 9.7x | +21.03 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | -18.14% | +20.03 | AJG | /fcf-yield <GO> |
| Operating Margin | 13.10% | 42.07% | -28.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 32.63% | -21.93 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 20.70% | 13.53% | +7.17 | AJG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.97% | 1.96% | -0.99 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.30 | 0.37 | +0.93 | AJG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | AJG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.5 | 49.0 | +20.47 | AJG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 38.6x | 13.6x | +25.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.74B | $895.92B | -$827.18B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AJG REV | JPM REV | AJG GROSS % | JPM GROSS % | AJG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $182.45B | 44.0% | — | $1.30B | -$147.78B |
| FY 2024 | $11.55B | $177.56B | 44.0% | — | $2.06B | -$42.01B |
| FY 2023 | $10.07B | $158.10B | 44.0% | — | $1.58B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AJG // BETA 1.00
JPM // BETA 1.00